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EURQ and the Digital Euro Moving Onto Dusk

Stablecoins get a lot of attention, but most aren’t legally money. EURQ, issued by Quantoz Payments, is different — it’s an Electronic Money Token designed to fully comply with MiCA regulation, meaning it may function as actual legal tender.

@Dusk , together with NPEX, partnered with Quantoz to bring EURQ on-chain.

Dusk is one of three blockchains with EURQ access, and reportedly the only one purpose-built for native RWA issuance with compliance built in from the start.

For $DUSK , this matters because Dusk Pay the network’s on-chain payments ambition needs exactly this kind of regulated settlement asset to function.

#dusk

Partnerships in crypto often mean pilots or MOUs.

NPEX is different — it’s a Netherlands-
licensed stock exchange holding MTF, Broker, ECSP, and DLT-TSS licenses, and it chose @Dusk to bring regulated securities on-chain.

The scope is real, over €200–300M in assets under management targeted for tokenization, with NPEX’s 17,500+ active investors as a starting user base. This positions $DUSK at the center of one of the more credible RWA efforts in the space.

Execution takes time, and rollouts can shift — but the regulatory groundwork here is
unusually far along.

#dusk $DUSK @Dusk

High conviction buyers have been accumulating $BTC since January.

We saw similar behavior in 2022.

This cycle, the share of supply that was bought by this cohort is even larger than last cycle.

The Real $BTC signal may be hiding in the supply data.

🔹 Binance BTC supply: ~3% of total
🔹 MVRV: 1.31
🔹 S2F: strengthening

Supply is tightening while valuation still has room.
This doesn’t look like the end of the rally. It looks like the setup for the next expansion. 🚀

Walmart $WMT crashes 8.7%, its largest single-day drop since July 2022.

hyperliquid native and $ETH are leading the major crypto assets during today’s rally.

Despite many coins showing double digit gains, these two assets are outpacing all other majors today.

This was one of the highest volatility days in recent crypto history.

Was I long the BTC breakout?

No.

Did I catch the HYPE news?

No.

But do I have a tactical pool of capital that’s ready to deploy with a clear plan if a new trend forms?

Also no.

I am optimistically cautious

$BTC / $SOL / $ETH and co are all still range bound. Weekly and monthly closes now become very important as we battle the 100W MA / VWAP / 25W MA and the 200W MA still well above.

$ETH This massive daily candle to end the consolidation at this exact same price region is giving me the same vibes as last year.

Obviously it is just a comparison and unlikely for the price action to be the same afterwards but it was still worth pointing out for the sake of it since it was so similar.

You don't often see such big daily candles. But since I already saw many people rushing to short, the last time this happened, the next 2 days added another +20% on top.

The first signs of a trend reversal on $NEAR are happening here.

I'm looking at a breakthrough above $1.77.

Once that happens, I'm seeing $2.20 as the next target zone and then the highs.

However, after a long retrace, this is the zone where you'd like to see the momentum come in from.

The markets are waking up massively and it's just a first start.

#bitcoin has moved first.
$ETH started to show a lot of strength, and $SOL is passing up with that.

More #altcoins will start to follow through as confidence comes in and liquidity rotates from Bitcoin towards assets that deserve attention.

Don't be surprised if we'll see breakouts of 20-30% on a single day on altcoins.

Keep rising Dusk base is strong

Private and auditable shouldn’t be able to coexist. Dusk built the engine that does it anyway.

It’s called Hedger.

Hedger combines homomorphic encryption with zero-knowledge proofs directly on DuskEVM enabling selective disclosure by design.

Transaction details stay confidential by default

Auditors and regulators can verify exactly what’s needed

No full public exposure required

This is the missing piece for institutions that legally cannot operate on fully transparent chains.

Privacy without opacity. Compliance without surveillance.

@Dusk secures the infrastructure this runs on.

#dusk $DUSK

DYOR. Not financial advice.

Strong hands are buying $BTC

Bottoms are formed when profit taking slows and conviction buyers step in. This setup looks similar to what we saw during 2022.

The largest increase in BTC held by conviction buyers occurred when BTC dropped to $60k in January.

BITCOIN ETF FLOWS UPDATE

Institutional demand continues to remain one of the strongest narratives in this cycle.

US spot Bitcoin ETFs have now reached:

• $52.38B total net inflows
• +650.51K BTC accumulated
• $78.54B in total net assets

The latest session added:

+$137.3M in net inflows
+2.18K BTC

Fidelity led the buying with +$111.9M, followed by ARK 21Shares at +$14.2M and Morgan Stanley at +$11.2M.

Zooming out:

ETF flows have remained structurally positive despite short-term market volatility.

Since launch, these products have absorbed hundreds of thousands of BTC from the market, giving institutions a regulated route to build exposure.

The key takeaway:

Price action shows where Bitcoin is trading.

ETF flows show whether larger allocators are increasing or reducing exposure.

Right now, institutional demand remains steady, with dips continuing to attract capital rather than triggering sustained outflows.

This is the type of data we continue watching closely at Chart House Research.

When liquidity, positioning and institutional demand begin aligning, volatility often creates the biggest opportunities.

Follow the data. Understand the market. Trade with a plan.